Financial Gravity Asset Management’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Financial Gravity Asset Management’s Portfolio BSCM Stock Details BSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$22K	Sell	606 -13	-2%	-$279	0.02%	987
2019 Q3	$13K	Sell	619 -1,426	-70%	-$30.6K	0.01%	562
2019 Q2	$44K	Sell	2,045 -3,435	-63%	-$72.7K	0.04%	345
2019 Q1	$115K	Buy	+5,480	New	+$114K	0.09%	189
2018 Q3	$13K	Sell	635 -327	-34%	-$6.76K	0.01%	541
2018 Q2	$20K	Buy	962 +341	+55%	+$7.04K	0.02%	476
2018 Q1	$13K	Buy	+621	New	+$13K	0.01%	559

Other funds holding BSCM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SRC

Shufro Rose & Co New York $1.74B AUM 34.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

SFG

SNS Financial Group Minneapolis, Minnesota $5.2B AUM 22.05% 1-Year Est. Return

Financial Gravity Asset Management's BSCM Position: Q4 2019 in Review

Financial Gravity Asset Management reduced its Invesco BulletShares 2022 Corporate Bond ETF (BSCM) stake by 2.1% in Q4 2019, selling an estimated $279 and leaving 606 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #987.

Financial Gravity Asset Management first reported a position in BSCM in Q1 2018 and has held it in 7 quarters since. The position peaked at $115K in Q1 2019. 243 funds tracked by Wall St. Rank hold BSCM as of Q4 2019.

Financial Gravity Asset Management held 606 shares of Invesco BulletShares 2022 Corporate Bond ETF worth $22K as of Q4 2019.
Financial Gravity Asset Management sold 13 Invesco BulletShares 2022 Corporate Bond ETF shares in Q4 2019, an estimated $279.
Invesco BulletShares 2022 Corporate Bond ETF made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #987 holding.
Financial Gravity Asset Management first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q1 2018 and has held it in 7 quarters since.
Financial Gravity Asset Management's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $115K in Q1 2019.
243 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.